by Backstop Solutions Group

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders.
Learn more about Backstop

by Eze Software

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems.
Learn more about Eze Investment Suite

by HedgeGuard

Front-to-back software for start-up or established hedge funds and asset managers. In addition of providing a portfolio management system, HedgeGuard offers two additional services: middle-office outsourcing and VDI.
Learn more about HedgeGuard®

by Windham Capital Management

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team.
Learn more about Windham Portfolio Advisor

by LiquidityCalendar

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets.
Learn more about LiquidityCalendar.com

by Juniper Square

Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry.
Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors.
Learn more about Juniper Square

by Foundersuite

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.
Learn more about Foundersuite

by ProTrak International

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Learn more about ProTrak Advantage

by EFAdrin

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis.
EFAdrin is a top-of-the-line Portfolio Management System for Hedge Funds, built to enhance the workflows of front, middle and back office, with a focus on customization and flexibility.

by thewealthworks

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.
Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts.
Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports.
Troika will also reduce your compliance risk and assists with FATCA reporting. obligations.

by Envision Financial Systems

by Croesus

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over 1 trillion dollars in client assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making.

by eMoney Advisor

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

by Cogency Software

Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM.

by inStream Solutions

by Ipreo

Ipreo's iLEVEL platform is a cloud-based portfolio monitoring solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios.
iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and centrally storing it. iLEVEL dramatically reduces time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm.

by SimCorp

by Advicent

As the industrys most powerful and flexible financial planning application, the NaviPlan financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.

by Symetrics

by FA Solutions

With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals.

by GoldenGem

by PriceMetrix

ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal.

by Archway

Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system.

by Galeo

PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation.

by Solovis

Solovis is a portfolio management software and data analytics company serving the asset management industry. We revolutionize the way institutional and high net-worth investors analyze and manage their complex portfolios by enabling greater transparency, real-time performance insight, and more advanced risk management processes and reporting. Solovis was founded by two veterans of the asset management industry and has a growing base of Endowment, Foundation, OCIO and FAMO clients.

by The LoanPost

We are the industry leading web-based loan management platform for loan mods, short sales, non-performing notes, REO, etc..We provide the most complete, turnkey system with customizable options to make our platform work efficiently for every vertical within the industry including asset management, loss mitigation, sub-servicing, wholesale processing firms, borrower outreach services, and more. Tap into our vendor circle network to expand your capabilities and service offerings.

by WealthArc

by Ledgex

Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions.
The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.

by Cogendi

C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards.

by Actforex

by AlternativeSoft

- Analytical software solution for portfolio construction, long only funds+ETF+hedge funds+UCITSIII selection.
- Linked to all alternative investment databases, to Morningstar mutual funds database and to Bloomberg.
- Easy to use, easy to install, free support.
- Used by the largest banks in the USA and in Swizterland.

by GlobalBackOffice

The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks.

by Dolphin Enterprises

Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.

by eBusiness Systems

EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service.

by PortfolioShop

by fi360

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.

by Formula Stocks

by Altvia Solutions

AIM, the private equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.

by Elysys

Integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for Family Offices, Financial Services and Asset Management Companies, Private Equity Funds, who require straight through processing and an automatic accounting treatment. NAVInvest also offers compliance, CRM and many other modules.

by MetaQuotes Software

TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools.
Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information.
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version.

by The Wizetrade Group

by Parilux Investment Technology

Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.

by SAGE

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management.
Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas.

by Princeton Financial Systems

by HorizonSoftware

Horizon HPM is a Portfolio Management Solution for Fund Managers that automates the operating process and reduces related risk. The goal of HPM is to cover the majority of assets and respond to the needs of every user in the asset management company.
Horizon Portfolio Manager covers the whole fund life cycle: position keeping and portfolio analysis, front-to-back orders and executions workflow, middle office management, audit and compliance, data management, report designer...

by Neville & Rowe

ImpactEdge is a business software application that collates, analyses and presents information targeted at Business Users in the Investment Management Industry. ImpactEdge gives you fast, accurate information at the touch of a button.

by Pakkala Helsinki

Develop missing functionalities and additional modules to current systems rapidly and cost effectively with ready functionalities and add-on modules. Feature-rich and flexible open source portfolio management and securities processing software. Easy development with easy-to-learn, high level development tools.

by Portfolio Pathway

PortfolioPathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, PortfolioPathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.

by M2Wealth

M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.

by AdviceAmerica

by Varden Technologies

eReportal is an interactive and open-ended reporting platform. It reduces the labor and complexity at each step of the reporting workflow - from data reach/verification, presentation, to publication. It has such features as interactive reporting, on-demand data recon, complex packaging, dashboard, and on-the-fly presentation builder. Equipped with dynamic workflow, risk alerts, and firm-wide report management, your reporting cycle will be organized and automated.

by Investment Technology Group

POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs.

by Bancstreet Capital Partners

Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.

by TPG Software

Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management.

by Floodlight Investing

Floodlight is a web-based portfolio construction and analysis tool for financial advisers. It focuses on construction of customized portfolios using an asset allocation-driven investment approach.
Extensive analytical features, including scenario analysis, stress testing, Monte Carlo analysis and factor regression analysis, allow a thorough understanding of the portfolio to be developed, encouraging iterative improvement and tailoring of the portfolio.

by SS&C Technologies

SS&C Investment Management Software Solutions help asset management firms establish integrated infrastructures and streamline back office functions. We specialize in tailoring the right solutions for each client. SS&C's Solutions are able to scale from the affordable investment accounting for smaller insurance companies, to complete portfolio management, accounting, and partnership accounting for hedge funds, fund of funds, or private equity firms.

by ClearStructure Financial Technology

For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.

by Clearwater Analytics

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped clients like AIG, Mutual of Omaha, and Cisco streamline their investment accounting operations.

by Kraytis

Measure and manage you portfolio risk. Risk and portfolio analysis based on equity and mutual fund portfolios for individual investors, money managers and finance departments of corporations. Find out your daily value at risk and risk contribution of your holdings. Build portfolios based on your risk tolerance. Get mutual fund analysis based on the holdings of the funds in your portfolio. Find implcit exposures to securities based on your funds.

by Nutmeg

by Themasoft

Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets.
Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application.

by Archer

by BRT

Fortress is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion.

by SYSTEMIC

An integrated cross-asset and customer-oriented software system for the financial services industry covering the complete needs of investment management operations and financial risk management function.

by BaseVenture

BaseVenture is an award-winning provider of innovative private fund administration software to fund administrators, private banks and trusts, fund managers, family offices, and wealth advisors. Our flagship product, FundManager.io, utilizes modern technology to automate private fund management and administration from end to end. The result for our clients is more time, money, and energy to focus on growth and satisfying investors.

by Captools

by FinFolio

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.

by Broadridge Financial Solutions

Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions.
Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.

by Focus Solutions

by Miles Software Solutions

Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments. Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance & attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting.

by QUANT IX SOFTWARE

Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.

by ETNA Software

by Enfusion

For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting and fund services.

by Salesforce FinServ

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. Unlock the full power of your financial institution today with Financial Services Cloud.

by Visible Alpha

The Visible Alpha Insights Platform isolates the forecasts, assumptions and business logic from raw analyst models and integrates them into directly comparable, apples-to-apples views. The result is a powerful, dynamic platform that allows professional investors to review variances in opinion, quantify investment controversies, and assess their own investment theories with greater confidence. Visible Alpha Insights data is available via the web-based platform, Excel Add-In and API feeds.

by Ionic Information

by EC HYIP

EC HYIP provides bug free and highly secured PHP HYIP script with multiple payment gateways and advance referral settings. Our expert team use latest technologies to make the script easy to install and easy to understand. Within few clicks, our script get installed. EC HYIP is perfect choice to create a successful HYIP program for your online investment business. Our script will make your website more powerful than others.

by Seraf

Seraf is a professional portfolio management tool for investors in early stage companies. Our solution enables funds, angel groups, family offices, micro-VCs, accelerators and individual investors to track, analyze, optimize, report on and value their portfolios.

by ParetoLogic

by CrowdStreet

Build wealth with CrowdStreet -
Join clients like KBS, Hines, Hamilton Zanze and Hempel who leverage the The CrowdStreet platform for online fundraising and investment management. With over 72,000 investors and $4.8 billion in investment dollars managed across over $5.8 billion in market capitalization, CrowdStreets investment management platform is specifically built to help CRE firms easily scale their business.

by Red Deer

Red Deer helps the worlds leading investment firms see, understand and gain unique insight from their data. We help our clients optimize their investment process, while embedding compliance and operational efficiencies within front, middle and back-office workflows.
KEEP UP WITH THE MARKETS, YOUR DATA, YOUR PORTFOLIO, REGULATION
RED DEER

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